Lighthouse Financial Advice

Financial peace of mind - make it happen!

Many people struggle to make informed financial decisions. Simply talking things through with one of our trusted professional financial advisers could make all the difference and set your mind at ease.

As a member of Usdaw you are entitled to a no obligation, complimentary initial consultation with one of our professional financial advisers. We will explain how you could:

build up a nest-egg tax-efficiently, for yourself or for your children or grandchildren

protect your family’s income, so they have enough money if the worst happens

boost your pension provision, so you will be able to enjoy a comfortable retirement

take your pension and get the best possible income

pass on your wealth to your loved ones in a tax-efficient way

benefit from other aspects of financial planning.

Lighthouse Financial is Usdaw’s preferred provider of financial advice, and we specialise in helping people achieve their financial goals. The advice we provide is practical, easy to understand and specific to you.

Following the initial consultation if you wish to appoint Lighthouse Financial Advice we will always confirm and agree any charges upfront with you before undertaking any work on your behalf.

The value of your investments can go down as well as up, so you could get back less than you invested. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.